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Results for Mutual Funds

 

ID #:   859
Title:   This information available to subscribers only. For more information click here
Source:  
 
Description:   Statistics on investment fund industry. Includes mutual fund assets by company, gross sales by fund type, redemptions, market share.
 
Pub Date:   4/15/2012
Frequency:   Monthly
Location Type:   Online
Geography:   Canada
 
Hyperlink 1:   This information available to subscribers only. For more information click here
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Notes:   Annual and historic data also available.
Posted/Updated:   4/30/2012
 
 
 
ID #:   39272935
Title:   This information available to subscribers only. For more information click here
Source:  
 
Description:   % of Canadians contributed or planned to contribute to their Registered Retirement Savings Plans (RRSPs) before the February 29th deadline (by gender), Average contribution made, % invested in Mutual funds, GICs, equities, bonds, ETFs

Of those who did not make a contribution this year, % cited a lack of funds, already having enough money for retirement, lack of confidence in the economy, did not think it was important to make a contribution

 
Pub Date:   3/4/2012
Frequency:    
Location Type:   Online
Geography:   Canada
 
Hyperlink 1:   This information available to subscribers only. For more information click here
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Posted/Updated:   3/7/2012
 
 
 
ID #:   39272916
Title:   This information available to subscribers only. For more information click here
Source:  
 
Description:   Survey of Canadians investors and their advisor relationships. Includes: How did you get your financial advisor? what products have you ever bought from their advisor? % deal with an registered representative of a investment dealer/adviser firm, % with life insurance agents.

Services expected from a financial advisor, frequency of contact with advisor in past 2 years, Contacted advisor to get advice, Most recent contact to buy an investment, Types of advice sought, Types of investment discussed (mutual funds, GICs, Stocks, Bonds), Choices discussed when buying, Amount of advisor explanation, Fiduciary duty, Expect compensation for inappropriate advice

Sources of information for decisions, Selection criteria for buying, reasons for not buying

Ways advisors can earn money, Views on front-end commissions, Views on trailing commissions, Do commissions create conflict of interest

 
Pub Date:   3/1/2012
Frequency:    
Location Type:   Online
Geography:   Canada
 
Hyperlink 1:   This information available to subscribers only. For more information click here
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Posted/Updated:   3/2/2012
 
 
 
ID #:   39272802
Title:   This information available to subscribers only. For more information click here
Source:  
 
Description:   % of all Canadians say they do not know the annual rate of return they need from their investments to meet their retirement goals, % said they are most interested in low risk, guaranteed or no-risk (i.e. leave in cash) investment options, % most interested in medium risk investment products, like Fixed Income and Balanced Mutual Funds, % interested in high risk products, % expect their 2012 rate of return to be less than in past years

% of Canadians aged 55-64 and aged 45-54, say they do not feel financially prepared for retirement,

 
Pub Date:   2/15/2012
Frequency:    
Location Type:   Online
Geography:   Canada, some provincial details
 
Hyperlink 1:   This information available to subscribers only. For more information click here
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Notes:  
Posted/Updated:   2/15/2012
 
 
 
ID #:   39272793
Title:   This information available to subscribers only. For more information click here
Source:  
 
Description:   % of Canadians have RRSPs, TFSAs by gender, Average amount held in RRSPs & TFSAs by gender

% of worry about balancing savings for immediate needs versus putting money away for the longer term or retirement, % focus on making regular payments to reduce or eliminate debt, saving for retirement (by gender)

Types of RRSP investments by gender: Mutual funds, GICs or term deposits, Stocks

% are Building investment portfolio, Began saving for retirement by age 34, Have a financial plan, Financial plan is on paper, Very involved with financial plan [financial advisor]

 
Pub Date:   2/14/2012
Frequency:    
Location Type:   Online
Geography:   Canada
 
Hyperlink 1:   This information available to subscribers only. For more information click here
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Notes:  
Posted/Updated:   2/14/2012
 
 
 
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